FFC
SPYV icon

Fure Financial Corporation’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Fure Financial Corporation’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4.22M Sell
122,328
-60,226
-33% -$2.28M 3.46% 7
2022
Q2 		$6.72M Sell
182,554
-3,463
-2% -$137K 3.97% 11
2022
Q1 		$7.77M Buy
+186,017
New +$7.67M 4.34% 10

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fure Financial Corporation's SPYV Position: Q3 2022 in Review

Fure Financial Corporation reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 33% in Q3 2022, selling an estimated $2.28M and leaving 122,328 shares worth $4.22M. The position accounts for 3.46% of the portfolio, ranked #7.

Fure Financial Corporation first reported a position in SPYV in Q1 2022 and has held it in 3 quarters since. The position peaked at $7.77M in Q1 2022. 601 funds tracked by Wall St. Rank hold SPYV as of Q3 2022.

  • Fure Financial Corporation held 122,328 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $4.22M as of Q3 2022.
  • Fure Financial Corporation sold 60,226 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2022, an estimated $2.28M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 3.46% of Fure Financial Corporation's portfolio in Q3 2022, its #7 holding.
  • Fure Financial Corporation first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Fure Financial Corporation's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $7.77M in Q1 2022.
  • 601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.